SEC 13F Intelligence

Enzi Wealth / AAPL

Enzi Wealth’s Apple Inc Position

Does Enzi Wealth own Apple Inc (AAPL)? Yes14.9K shares worth $4M (+1.31% of its 13F portfolio) as of Q1 2026, up from 14.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
14.9K
% of Portfolio
+1.31%
Quarters Held
15
currently held

Position History AAPL

Reported value by quarter
Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $2MQ3 ’24: $4MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.9K$4M+1.31%
Q4 202514.3K$4M+1.31%
Q3 202514.4K$4M+1.25%
Q2 202515.0K$3M+1.16%
Q1 202514.9K$3M+1.26%
Q4 202415.4K$3M+1.32%
Q3 202415.4K$4M+1.39%
Q2 20247.5K$2M+0.75%
Q1 20247.6K$1M+0.61%
Q4 20237.7K$1M+0.69%
Q3 20239.1K$2M+0.86%
Q2 20239.1K$2M+0.88%
Q1 20238.7K$1M+0.74%
Q4 20229.6K$1M+0.66%
Q3 20229.6K$1M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Enzi Wealth’s full portfolio or all institutional holders of AAPL.